You gather your clients; I deliver a plain-language talk on why a Power of Attorney matters, what the role really involves, and how to choose the right person for it — delivered by the founder of POA Caregiver and author of the Minnesota POA Handbook. It’s built for the people you serve and their families, and grounded in The 5 Phases of the POA Journey™, so they leave clear instead of worried. You can add a printed Handbook for each attendee to take home, and we follow up with their questions or point them to more resources on the site. Each session is a full 60 minutes on site — about 30 minutes of talk and 30 minutes of questions, or however you’d like me present across the hour. Education only, never legal advice.
Why a Power of Attorney is one of the most important decisions a family can make — and what’s at stake when there isn’t one in place.
A plain-language look at what serving as an agent under a Power of Attorney actually asks of a person, so your clients decide with their eyes open.
How to pick someone who can truly carry the role, and how to start that conversation with the people who matter.
Every attendee leaves with the free POA Caregiver Checklist, you can add a printed Handbook for each client at cost, and afterward we follow up with their questions or point them to more resources on the site.
Each session below is complete on its own — pick the size, travel, and any printed Handbooks, then add another date if you need one. The summary and total update as you go, and one booking is one payment however many dates it covers.
$49 each, at cost. Set to 0 for none.
Enter your name, firm, and a valid email to continue.
After payment you’ll get an email confirming every detail, and Morgan is notified to prepare for each date. You’ll hear from her personally within one business day to lock in timing.
Morgan Welker is a featured speaker at LeClair Group’s CE Live 2026, delivering a continuing-education session that helps insurance and financial professionals understand the Power of Attorney role and support clients through hard transitions.
Client Education Sessions are educational, not legal advice, and create no attorney–client relationship. Power of Attorney requirements vary by state. © 2026 POA Caregiver LLC.